David Williams IFA Ltd are one of the leading financial planning businesses in the East Midlands with over 20 registered advisers and more than £1.2 billion in assets under advice and we advise over 2,500 clients across the UK. Our growth has been almost entirely through loyal and satisfied clients recommending us to their families, friends and colleagues.As an independent firm we can offer clients a truly ‘whole of market’ approach. This means that we are able to match the best financial solution to the best products available and through our scale can negotiate discounts for clients that would otherwise be unavailable. Achieving the best possible outcomes for clients is at the heart of everything we do.As Chartered Financial Planners, we are committed to maintaining the highest levels of technical competence and professional integrity with a customer-first approach and values that align with the highest ethical standards.

Providing independent financial advice to a wide range of individuals and business owners.

Providing Independent Financial Advise to a wide range individuals on a wide range of areas, including protecting their assets, retirement planning, retirement advice and estate succession planning and trust advice.

Providing one to one support to an independent financial adviser, including, product research, report writing and client communication.

Providing technical and admin support to independent financial advisers.

Providing administration support to investment based independent financial advisers, including drafting suitability letters.

Writing Reports for Investment Recommendations

Liaising between the sales force and the Portfolio Managers of the Bank’s Investment Portfolio Proposition. Responsibilities included executing trades on behalf of the regions clients following instructions placed by the Portfolio Managers.